Recording and editing Journal Entries
Who is this article for?Employees who want to record their career events.
Actions_Admin or Actions_Links permissions are required to remove documents from Entries.
Keeping note of your achievements, comments, and thoughts you want to bring up in your Appraisal is simple! This guide will walk you through how to create and manage entries in your Journal.
In this article:
1. Journal list
To access Journal Entries:
- Open the Go To... menu.
- Hover over 'Appraisals'.
- Select 'Journal' (under 'Career').
You will be taken to this overview page:
2. Recording Entries
To create an Entry:
- Click 'Journal▼' in the top left corner of the view.
- Select 'New Journal Entry'.
You will be prompted to enter a name and content in the pop-up box. - Click 'Save & Close'.
Once created, you'll be taken to your Journal Entry's notebook:
You can complete your Entry by adding documents and linking it to another Employee (this will not make the entry visible to the linked person unless you choose to share it).
To add documents, click 'Documents▼' and select one of the available options:
To link the Entry to a person, click 'This Entry Concerns▼' and select 'Add/Remove Employees'. You can select 'Share this Entry' from the same dropdown if you would like to make this Entry available to someone else in your organisation.
3. Editing Entries
To edit an Entry:
- Open the Journal list.
- Select the hyperlinked Title of the Entry you want to edit.
- Click 'Open Entry'.
You can choose 'Delete' from this menu to remove the Entry from your Journal.
This will return you to the notebook page for the Entry, where you can amend its contents and remove documents.
To remove documents, click 'Documents▼' and select one of the now available options:
To unlink the Entry from a person, click 'This Entry Concerns▼' and select 'Add/Remove Employees'. You can select 'Remove sharing from this Entry' from the same dropdown to stop the Entry from being displayed in the linked person's timeline.